Add and manage fields
Add Zoho Projects field
Add a Zoho Projects field to a form Open the form builder. Add an integration field to the form. (Refer to this page to see how to add a field to a form) Select Zoho Projects in the drop-down next to Service. If there are no datasources added, click ...Set display format for number field
Refer to this page to learn about the number field's Display format property. Edit your form. Select the required number field. Its Field Properties will appear on the right. Select the required value from the Display format dropdown: Related Topics: ...Set display format for decimal field
Refer to this page to learn about the decimal field's Display format property. Edit your form. Select the required decimal field. Its Field Properties will appear on the right. Select the required value from the Display format dropdown: Related ...Field references
What Does This Page Cover? Learn how you can view a complete list of references for each of your form fields, thereby enabling you to make better, informed decisions. Availability Field references: are available in all the data centers. are ...Understand Popup Subform
In Zoho Creator, the subform field enables you to display a form within a form. The form in which you add a subform is referred to as the main form. You can either create a blank subform whose existence is inside the main form or add an existing form ...Add and manage fields in a blank subform
Add a field Open the form builder. Select the required subform field. Click Add Field: Select the required type of field from the dropdown: You can add the following types of fields in a blank subform: All except formula, rich text, auto number, ...Advanced search in a lookup field
When the Lookup field has large number of records then finding a particular record becomes cumbersome. Moreover, the basic search will display only 5000 results and manually scrolling down through these results to find the required record is tedious. ...Advanced search in a lookup field
Advanced search in a lookup fieldWhen the Lookup field has large number of records then finding a particular record becomes cumbersome. Moreover, the basic search will display only 5000 results and manually scrolling down through these results to ...Enable sorting for subform
Sorting allows the fields in the subform to be sorted in a specific order. The subform field comes with the ability to sort the rows added within the subform and this option is available in its field properties. The sorted order will be retained in ...Set initial value for decision box field
Open the form builder. Select the required decision box field. Navigate to the Field Properties > Validation section on the right. Check the checkbox next to Initial Value to set true as the initial value. Leave it unchecked to set false as the ...Description
Understand describing fields using tooltip and help text Applicable to following field types: All except auto number, formula, and add notes. Learn how to set description for fields. The Description field property enables you to provide some ...Add annotations
Add annotations Refer to this page to learn about the AR field You can add up to 30 annotations for each 3D model in your AR set. Navigate to the Edit mode of your app. Open the builder of the required form. Select the required AR field and navigate ...Add AR field
Add AR field Refer to this page to learn about the AR field Navigate to the edit mode of your app. Open the builder of the required form. Drag and drop the AR field from the Special Fields section onto the form (Refer to this page to learn how to add ...Understand AR field
Understand AR field AR field displays the AR sets (3D models) from the AR library in your form as a dropdown. You can choose a model from either marker-based or markerless AR sets , and annotate it. Annotation helps in understanding the model better ...Add object detection field
Refer to this page to learn about the Object Detection field Prerequisite: an image field in your form You need to create an object detection model before adding an object detection field inside your form. 1. Edit your app. 2. Open the builder of the ...Understand object detection field
The Object Detection field determines the objects present in the pictures stored in an image field of your form. It uses Zoho's Artificial Intelligence (AI) to identify the type of objects present in an image. This field will store the output as a ...Add OCR field
Refer to this page to learn about the OCR field Prerequisite: an image field in your form Edit your app. Open the builder of the required form. Add the OCR field to the form. Refer to this page to learn how to add a field to a form. If your form ...Understand OCR field
The OCR field enables you to perform optical character recognition on an image. In other words, it extracts text from the images stored in an image field. For example, you can use the OCR field to extract the text from the images of invoices, ...Add sentiment analysis field
Refer to this page to learn about the Sentiment Analysis field Prerequisite: a single line or multi line field in your form Edit your app. Open the builder of the required form. Add the Sentiment Analysis field to the form. Refer to this page to ...Understand sentiment analysis field
The Sentiment Analysis field enables you to determine if the sentiment of the text in a single line or multi line field is Positive, Neutral, or Negative. For example, you can find out the sentiment of your customer's feedback. As its value is ...Add keyword extraction field
Refer to this page to learn about the Keyword Extraction field Prerequisite: a single line or multi line field in your form Edit your app. Open the builder of the required form. Add the Keyword Extraction field to the form. Refer to this page to ...Understand keyword extraction field
The Keyword Extraction field enables you to extract keywords from the text stored in a single line or multi line field. It use Zoho's Artificial Intelligence (AI) to analyze the text in the selected field and stores the output as comma - separated ...Retrain prediction model
Refer to this page to learn about model training and retraining We recommend retraining the model when your data set has grown considerably beyond the last used train When the model is being retrained, the previous working model will be used for ...Add prediction field
Refer to this page to learn about the Prediction field You need to create a prediction model before adding a prediction field inside your form. 1. Edit your app. 2. Open the builder of the required form. 3. Add at least two prediction supporting ...Understand prediction field
The Prediction field uses Zoho's Artificial Intelligence (AI) to predict the value of a field in your form. It analyzes the data in your form, then uses machine learning to create a model that's capable of predicting a field value for all future ...Customize display fields of an integration field
Customize display fields of an integration field You can customize the data that an integration field displays. You can: Select upto three fields from the target module (the module that the integration field displays data from). You can have the ...Add QuickBooks field
Add a QuickBooks field to a form Open the form builder. Add an integration field to the form. (Refer to this page to see how to add a field to a form) Select Quickbooks in the dropdown next to Service . Select the required choice from the dropdown ...Add Salesforce field
Add a Salesforce field to a form Prerequisite : The Application Programming Interface (API) feature must be enabled for your Salesforce organization. Open the form builder. Add an integration field to the form. (Refer to this page to see how to add a ...Add Zoho Recruit field
Add a Zoho Recruit field to a form Open the form builder. Add an integration field to the form. (Refer to this page to see how to add a field to a form) Select Zoho Recruit in the drop-down next to Service . Select the required Module and Field , ...Add Zoho CRM field
Add a Zoho CRM field to a form Open the form builder. Add an integration field to the form. (Refer to this page to see how to add a field to a form) Select Zoho CRM in the drop-down next to Service : Select the required Module and Field , then click ...Understand Integration Field
The Integration field enables your users to look up data that's stored in an external service — another Zoho app or third-party SaaS. The field features a dropdown menu that displays data from the selected service. It allows your users to select one ...Manage choices
Manage the choices displayed by users field Open the form builder. Select the required users field. Navigate to the Field Properties -> Choices section on the right. Select the required choice: Select All Users to make the users field display all the ...Understand users field
Understand users field The users field features a single-select dropdown menu that displays the users you've shared your app with. The users are listed by their usernames that Zoho Creator assigns to them when they sign up. Below is an example of how ...Set notes
Set notes for add notes field Refer to this page to learn about the Add Notes field Open the form builder. Select the required add notes field. Navigate to the Field Properties on the right. Click the input box below Notes. The Rich Text Editor will ...Understand add notes field
Understand add notes field The Add Notes field enables you to display a note on your form. You can use it to provide any instruction or additional information to your users, and thereby assist them in submitting data through your form. You can have ...Understand Section Field
Understand Section Field The section field enables you to arrange the fields in your form in sections, and thereby provide your users a visual grouping of fields. Below image shows three section fields titled General, Group Status Details, and ...Set display format and field type
Set display format for formula field Note: The Display format in reports property is available only when the Formula field displays string data. Learn More Navigate to the Edit mode of your app. Open the form builder of the required form. Add or ...Set expression
Set expression for formula field Refer to this page to learn about the Formula field's Expression Open the form builder. Select the required formula field. Navigate to the Field Properties pane on the right. Click the input box below Expression . The ...Make Field Visible in Form
Make the formula field visible in the form As users cannot enter an input in the formula field, it remains hidden by default. Learn more about the formula field Open the form builder. Select the required formula field. Navigate to the Field ...Add a formula field to a form
Add a formula field to a form Refer to this page to learn about the Formula field Open the form builder. Add a formula field to the form. (Refer to this page to learn how to add a field to a form) Set the required Expression as follows: Select the ...Next page
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